Investment Specialist

About Linqto: 

Linqto opened access to pre-IPO unicorn investments for a new group of investors. Previously, 98% of accredited investors were unable to invest in pre-IPO unicorns because of high minimum investments, but Linqto has changed that by lowering the minimum investment threshold to just $2,500. Now, these investors can gain exposure to top private companies before they go public. As a leader in private sector liquidity, Linqto has developed a financial platform that simplifies access to private securities allowing investors the flexibility to trade directly instantly from a mobile app.
 

About the Role: 

Linqto is hiring an Investment Specialist to join its Member Investments sales team. This role is critical for supporting investors and providing them with the insights they need to make informed investment decisions on Linqto's platform. 

The team members in this role bring a versatile skill set that includes client relationship management, financial expertise, and innovative problem-solving abilities. The ideal candidate will excel in these areas and embody the highest standards of integrity and professionalism while representing the company. 

Insights from client interactions inform the sales strategy, creating a feedback loop that drives Linqto’s rapid growth. Linqto is looking for a new team member who can contribute to this dynamic environment and help the company continue to serve its investors effectively. 

Primary Job Responsibilities: 

• Each Investment Specialist manages a portfolio of Linqto platform investors, engaging with them daily via phone or video meetings to support their investment activities on the platform. 
• This role serves as the primary support and resource for investors, providing detailed information about investment opportunities and entities, and requires a strong understanding of each company’s offerings on the platform. 
• The Investment Specialist will guide customers through the investment process and contribute to refining and improving Linqto’s investment processes for greater efficiency. 

Our Ideal Candidate Has: 

• A FINRA Series 7 license 
• A Series 63 license is preferred and will be necessary  
• 2-5 years of sales experience, with a self-motivated attitude and ability to work effectively from home 
• Strong social and relationship building skills 
• Knowledge of or experience in capital markets 
• Experience in customer-facing roles 
• Comfortable working with high-net-worth individuals 
• Based in the United States (remote) 

Our team holds a common value to championing one another's talents to drive thoughtful solutions and operate using the principles of Cultural Humility. Learning is a lifelong process that requires self-awareness and self-critique, strong opinions loosely held, advocating and partnering with others.

Job Type: Full-Time, Remote

Compensation: $125K-$150k commensurate with experience. Quarterly bonuses and stock options provided.

Salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, competencies, and proficiency for the role. The base salary is one component of Linqto’s total compensation package for employees. Other rewards and benefits include equity options, bonus programs, health, vision, dental, and disability insurance, life insurance, 401k, and paid time off.

Linqto does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of Linqto.

Linqto is an equal-opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.